White Labeling
Rebrand and customize the service with your own logo, colors, and design elements.
API Integration
Seamlessly integrate with your existing system to automate workflows and improve efficiency.
Client Communication
Send messages, updates, and notifications to clients with customizable email templates.
Team Management
Organize and oversee your workforce, track progress, and assign tasks.
Rights Management
Control access to sensitive information and define permissions for different users or groups.
Bulk Data Import
Save time with fast and automated bulk importing of Beneficial Owners’ data.
Invite via Link
Send invite links to clients and beneficial owners for easy data entry and review.
Error-free Filing
Ensure accurate and error-free BOI reports with in-built error checks.
Update or Correct Prior BOI Reports
Generate and submit both Initial and Updated BOI Reports effortlessly.
Alerts & Compliance Reminders
Automated notifications to keep users informed about deadlines and important events.
Report Management
Manage, distribute, and save records of BOI reports, with storage for up to 3 years.